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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,855 | $159,934-35.7% | $147,005-30.0% | $145,959-29.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 9.23% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $4,032 | $5,287-23.7% | $4,934-18.3% | $4,661-13.5% |
| Participant deferral / active EE | $9,716 | $8,427+15.3% | $8,070+20.4% | $6,689+45.3% |
| Admin fee / account holder | $1,711 | $15,053-88.6% | $13,006-86.8% | $13,398-87.2% |